-96.7%
PLCE vs VT
+66.2%
-162.9%
-98.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | 0.0% | -0.3% | -0.3% |
| 7D | +13.8% | +0.4% | +13.3% | +12.9% |
| 30D | +7.7% | +1.0% | +6.7% | +5.8% |
| 3M | -21.5% | +2.4% | -23.9% | -24.8% |
| 6M | -29.6% | +12.0% | -41.6% | -43.2% |
| YTD | -29.4% | +15.3% | -44.7% | -46.0% |
| 1Y | -47.2% | +22.6% | -69.8% | -63.5% |
| 3Y | -89.8% | +74.7% | -164.5% | -96.1% |
| All | -96.7% | +66.2% | -162.9% | -98.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded VT wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling